Salesforce is a well-established CRM system. Although it is often associated with large corporations, it is gaining popularity among small and medium-sized enterprises (SMEs). It is a tool with advanced capabilities, and while it may seem complicated at first, in practice it is relatively easy to use on a daily basis.
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Importing contact data is a key feature in a CRM system. Salesforce offers a clear data import wizard, but the available file formats are limited to CSV, Outlook CSV, Act CSV and Gmail CSV.
Salesforce has a very well set up process trigger system. One of the unique aspects is the ability to separate the company and contact base from the base of potential customers (leads) and sales opportunities. This means that you can track and measure the activities involved in acquiring new customers (leads), and then move seamlessly into the sales process, turning them into sales opportunities (opportunities).
The Salesforce system allows you to define processes and their statuses, so you can record activities and mark them as completed once they have passed a certain stage.
Further down the line, following an established pattern, we can turn a potential customer (lead) into a sales opportunity.
In Salesforce, we have access to various views, including the classic kanban view, list view and detail view, which allow us to effectively manage sales opportunities.
Salesforce offers a rich set of standard reports that can be customized, and also allows the creation of custom reports. This allows users to analyze sales, marketing and operational data and generate reports that provide valuable information on company performance. This is an important tool for management and business decision-making.
Before you start creating and sharing your own reports, it's helpful to know some reporting principles.
First of all, remember that a carefully designed report runs more efficiently. Before you start creating a report, think about what questions you want it to answer. By following these simple steps, you will be sure that the report provides all the necessary information. Access to reports is controlled by the access permissions of the folder in which they are stored. Therefore, it is important to make sure that the report is saved in the correct folder.
Salesforce's dashboard view allows users to create interactive summaries and analyses that aggregate data from various sources and reports in one place. This tool allows you to quickly visualize key performance indicators (KPIs) and provides users with information that is relevant to their work. Dashboards are flexible and customizable to help you make effective business decisions.
The task management function allows us to track our interactions and activities with customers. We can add tasks that are associated with a specific company or person. These tasks can be one-time or recurring and have a specific deadline, status, type and can be marked as open or completed. We can also assign tasks to other people.
Salesforce has a mobile version available for download for both iOS and Android devices. The app is intuitive and allows easy management of contacts, sales opportunities and tasks.
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Salesforce offers 4 different pricing packages:
Each of these packages has a different number of available features, so you should consider whether the cheaper options will meet your needs. For example, in the two cheaper Salesforce packages, sales automation capabilities are severely limited.
Salesforce offers the option of a free trial period lasting 14 days. After that time, you must decide whether you want to purchase a license or cancel the application.
Salesforce has many advantages, such as:
Salesforce also has its drawbacks, including:
Users of the program value it primarily for:
We can also read about the program:
Of course, there is an option to connect with email, which improves the convenient management of correspondence.
Salesforce is a versatile platform that can be used to support different departments in your company. You can customize standard features or create your own customized ones, giving Salesforce a wide range of applications. Customers using Salesforce CRM come from a variety of industries.
No, implementation of the system is very simple and not a problem.